Joseph Chavez
Investment adviser representative at J.P. Morgan Securities LLC
7 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
7 years in the industry.
- JP Morgan Chase Bank NAAug 2022 to now
- J.P. Morgan Securities LLCJan 2019 to now
- Long Beach Beer LabMar 2022 to Jul 2022
- Security Services GroupApr 2021 to Jul 2022
- JP Morgan Chase Bank, N.A.Mar 2016 to Jul 2022
- California State University, Long BeachAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7061702
- Firm CRD
- 79